Skip to main content
Livermore
Livermore
ZHEN

Calamos Convertible Opportunities & Income Fund

CHI
Exchange
Nasdaq
SEC CIK
0001171471

In the last 90 days, Calamos Convertible Opportunities & Income Fund insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $252.8M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Calamos Convertible Opportunities & Income Fund as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
116
+10 vs. Q4 2022
Shares held
13.8M
+22.5K (+0.2%) vs. Q4 2022
Total value
$145.3M
+$514.9K (+0.4%) vs. Q4 2022
New holders
20
39 more added
Sold out
10
27 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 116 institutions
Q1 2021: 108 institutionsQ2 2021: 109 institutionsQ3 2021: 106 institutionsQ4 2021: 110 institutionsQ1 2022: 115 institutionsQ2 2022: 110 institutionsQ3 2022: 104 institutionsQ4 2022: 109 institutionsQ1 2023: 116 institutionsQ2 2023: 109 institutionsQ3 2023: 109 institutionsQ4 2023: 113 institutionsQ1 2024: 108 institutionsQ2 2024: 111 institutionsQ3 2024: 116 institutionsQ4 2024: 128 institutionsQ1 2025: 122 institutionsQ2 2025: 138 institutionsQ3 2025: 132 institutionsQ4 2025: 146 institutionsQ1 2026: 136 institutionsQ2 2026: 137 institutions
Value heldQ1 2023: $145.3M
Q1 2021: $201.0MQ2 2021: $206.1MQ3 2021: $200.1MQ4 2021: $203.3MQ1 2022: $160.0MQ2 2022: $155.5MQ3 2022: $129.8MQ4 2022: $145.6MQ1 2023: $145.3MQ2 2023: $157.5MQ3 2023: $149.0MQ4 2023: $147.6MQ1 2024: $160.1MQ2 2024: $177.1MQ3 2024: $172.5MQ4 2024: $185.2MQ1 2025: $149.6MQ2 2025: $179.6MQ3 2025: $185.0MQ4 2025: $186.2MQ1 2026: $193.8MQ2 2026: $252.8M
Institutions holding CHI and their total value by quarter
QuarterHoldersValue
Q2 2026137$252.8M
Q1 2026136$193.8M
Q4 2025146$186.2M
Q3 2025132$185.0M
Q2 2025138$179.6M
Q1 2025122$149.6M
Q4 2024128$185.2M
Q3 2024116$172.5M
Q2 2024111$177.1M
Q1 2024108$160.1M
Q4 2023113$147.6M
Q3 2023109$149.0M
Q2 2023109$157.5M
Q1 2023116$145.3M
Q4 2022109$145.6M
Q3 2022104$129.8M
Q2 2022110$155.5M
Q1 2022115$160.0M
Q4 2021110$203.3M
Q3 2021106$200.1M
Q2 2021109$206.1M
Q1 2021108$201.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Calamos Convertible Opportunities & Income Fund; share changes are against Q4 2022.

Institutions holding CHI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$110.00%––
Key Financial Inc89$9360.00%00.0%Unchanged
TCI Wealth Advisors, Inc.115$1.21K0.00%+115New
ICA Group Wealth Management, LLC175$1.84K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.200$2.10K0.00%+200New
Twin Lakes Capital Management, LLC245$2.57K0.00%+6+2.5%Added
US Bancorp325$3.42K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC725$7.63K0.00%00.0%Unchanged
WealthPlan Investment Management, LLC817$8.59K0.00%+817New
WealthPLAN Partners, LLC947$9.96K0.00%+947New
IFP Advisors, Inc1,113$13.0K0.00%−9,918−89.9%Reduced
Endurance Wealth Management, Inc.1,500$16.0K0.00%00.0%Unchanged
Caldwell Trust Co1,534$16.1K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC2,129$22.4K0.00%+2,129New
Ahrens Investment Partners LLC2,219$23.3K0.01%+2,219New
Proequities, Inc.2,800$29.5K0.00%00.0%Unchanged
Private Trust Co NA3,000$31.6K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3,000$31.6K0.01%00.0%Unchanged
Global Retirement Partners, LLC3,249$33.7K0.00%+1,081+49.9%Added
Glassman Wealth Services3,260$34.3K0.01%00.0%Unchanged
Belpointe Asset Management LLC3,500$36.8K0.00%−8,200−70.1%Reduced
Capital Analysts, LLC4,000$42.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.4,000$42.4K0.01%+4,000New
Elequin Capital LP4,732$49.8K0.03%+4,732New
Geneos Wealth Management Inc.5,140$54.1K0.00%00.0%Unchanged
Allworth Financial LP5,600$58.9K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC6,022$63.4K0.09%00.0%Unchanged
FMR LLC6,624$69.7K0.00%+6,624New
Barrett & Company, Inc.10,900$114.7K0.07%00.0%Unchanged
Calton & Associates, Inc.11,530$121.3K0.06%+11,530New
Capital Investment Advisors, LLC11,590$121.9K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC11,744$123.5K0.00%+739+6.7%Added
Jump Financial, LLC11,855$124.7K0.01%+11,855New
Palogic Value Management, L.P.12,000$126.2K0.06%00.0%Unchanged
MML Investors Services, LLC12,155$128.0K0.00%−1,131−8.5%Reduced
San Luis Wealth Advisors LLC13,235$139.0K0.05%+13,235New
Sovereign Financial Group, Inc.13,380$140.8K0.05%00.0%Unchanged
IHT Wealth Management, LLC13,610$143.2K0.01%+35+0.3%Added
Melfa Wealth Management, LLC13,717$144.3K0.14%+60+0.4%Added
Perennial Investment Advisors, LLC15,000$157.8K0.03%+15,000New
Kestra Advisory Services, LLC15,396$162.0K0.00%−1,048−6.4%Reduced
Channel Wealth LLC15,932$167.6K0.11%+15,932New
Hyman Charles D16,500$174.0K0.01%00.0%Unchanged
Pinnacle Associates Ltd17,000$178.8K0.00%00.0%Unchanged
Wedbush Securities Inc17,000$179.0K0.01%−200−1.2%Reduced
SAM Advisors, LLC17,214$181.1K0.08%−8,995−34.3%Reduced
Marcum Wealth, LLC18,090$190.3K0.02%+386+2.2%Added
Sonora Investment Management Group, LLC18,500$194.6K0.02%+1,000+5.7%Added
Sheaff Brock Investment Advisors, LLC18,526$194.9K0.02%00.0%Unchanged
Bellecapital International Ltd.18,591$195.6K0.05%+93+0.5%Added
Advisory Services Network, LLC19,914$209.5K0.01%+278+1.4%Added
Private Advisor Group, LLC20,271$213.2K0.00%+478+2.4%Added
CX Institutional20,502$215.3K0.01%00.0%Unchanged
Truist Financial Corp20,666$217.4K0.00%00.0%Unchanged
Cetera Investment Advisers21,468$225.8K0.00%−237−1.1%Reduced
RVW Wealth, LLC21,600$227.2K0.03%+21,600New
The PNC Financial Services Group, Inc.23,059$242.6K0.00%00.0%Unchanged
Capital CS Group, LLC25,224$265.4K0.25%+25,224New
Axxcess Wealth Management, LLC25,238$265.5K0.02%00.0%Unchanged
L.M. Kohn & Company25,587$269.2K0.11%−730−2.8%Reduced
Hollencrest Capital Management25,874$272.2K0.03%+463+1.8%Added
TFG Advisers LLC26,072$274.3K0.13%+30+0.1%Added
Wealth Effects LLC26,938$283.4K0.15%−246−0.9%Reduced
Stifel Financial Corp28,195$296.6K0.00%−2,178−7.2%Reduced
DF Dent & Co Inc29,918$314.7K0.00%+240+0.8%Added
First Nebraska Trust Co31,149$327.7K0.04%00.0%Unchanged
Dumont & Blake Investment Advisors LLC31,370$330.0K0.11%+820+2.7%Added
Rockefeller Capital Management L.P.31,823$334.0K0.00%00.0%Unchanged
Mission Wealth Management, LP31,920$335.8K0.01%+31,920New
Steward Partners Investment Advisory, LLC32,817$345.2K0.01%+344+1.1%Added
Founders Financial Alliance, LLC33,863$356.2K0.18%−127−0.4%Reduced
Colony Group LLC37,026$390.0K0.01%+37,026New
OTA Financial Group L.P.37,853$398.0K0.35%+37,853New
Janney Montgomery Scott LLC38,674$407.0K0.00%−61,759−61.5%Reduced
GWM Advisors LLC39,482$407.2K0.01%+5,004+14.5%Added
E&G Advisors, LP38,777$407.9K0.15%+800+2.1%Added
Susquehanna International Group, LLP40,707$428.2K0.00%+40,707New
Institute for Wealth Management, LLC.43,444$457.0K0.09%+9,602+28.4%Added
Cetera Advisor Networks LLC43,860$461.4K0.00%−660−1.5%Reduced
Atria Wealth Solutions, Inc.45,431$477.9K0.01%+1,511+3.4%Added
Beacon Pointe Advisors, LLC52,005$547.1K0.01%−5,882−10.2%Reduced
Invesco Ltd.54,015$568.2K0.00%+606+1.1%Added
Semus Wealth Partners LLC60,593$637.4K0.69%−277−0.5%Reduced
Central Trust Co62,938$662.1K0.02%−2,300−3.5%Reduced
Mutual Advisors, LLC69,102$726.9K0.03%−10,550−13.2%Reduced
Northwestern Mutual Wealth Management Co69,981$736.2K0.00%−30,799−30.6%Reduced
Sigma Planning Corp88,843$934.6K0.03%+1,480+1.7%Added
Marks Group Wealth Management, Inc93,898$987.8K0.13%+2,764+3.0%Added
HighTower Advisors, LLC98,311$1.04M0.00%+4,450+4.7%Added
Captrust Financial Advisors106,896$1.12M0.00%−1,700−1.6%Reduced
Oppenheimer & Co Inc112,623$1.18M0.03%+22,133+24.5%Added
Cambridge Investment Research Advisors, Inc.117,159$1.23M0.01%+1,480+1.3%Added
Connectus Wealth, LLC159,950$1.68M0.04%00.0%Unchanged
Raymond James & Associates163,767$1.72M0.00%+1,806+1.1%Added
Samalin Investment Counsel, LLC165,110$1.74M1.05%−7,740−4.5%Reduced
Harbour Investments, Inc.169,778$1.79M0.10%+5,167+3.1%Added
Royal Bank of Canada185,443$1.95M0.00%−27,536−12.9%Reduced
Apollon Wealth Management, LLC195,334$2.05M0.13%+4,126+2.2%Added
Advisor Group Holdings, Inc.201,783$2.12M0.00%+2,225+1.1%Added
Avantax Advisory Services, Inc.202,195$2.13M0.03%+23,531+13.2%Added